Mark Boser
Director of Retirement Plan Services, Principal at Orgel Wealth Management, LLC
- Role
- Director of Retirement Plan Services, Principal at ORGEL WEALTH MANAGEMENT, LLC
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
Experience
Director of Retirement Plan Services, Principal
Oct 2013 — Present · Eau Claire, WI, US
Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management, financial planning, and retirement plan consulting.
Education
Bethel University
MBA, Business
2006 — 2008
UMN Carlson School of Management
Bachelor of Science (BS), Finance
1995 — 1997
Skills
- Employee Benefits
- 401k
- Series 7
- Wealth Management
- Asset Allocation
- Strategic Financial Planning
- Investments
- Retirement Planning
- Financial Reporting
- Series 63
- Tax
- Accounting
- Insurance
- Retirement
- Pensions
- Defined Benefit
- 403 B
- Mutual Funds
- Mergers & Acquisitions
- Financial Advisory
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